Pardot Managed Services
Optimization, consulting, and administration
for Pardot marketing automation
Our top selling Pardot Managed Service plans include strategic and tactical elements to optimize platforms and processes for driving more ROI from your marketing efforts and Pardot. No annual contracts required.
Pardot Managed Services
Plans & Pricing
STANDARD
The Standard plan gives organizations the hours needed for optimizing the fundamentals of Pardot.Pardot Managed Services
- 20 hours/month
- Form creation
- Custom fields
- Monthly meetings with Pardot consultant
PLUS
The Plus plan allows organizations to not only optimize platform fundamentals, but to make a noticeable impact on their marketing automation set up and processes.Pardot Managed Services
- 30 hours/month
- Email template creation
- Autoresponders
- Monthly meetings with Pardot consultant
BUSINESS
The Business plan gives organizations the time needed to employ more robust automation solutions, and to integrate them with campaigns and daily marketing tasks.Pardot Managed Services
- 40 hours/month
- Automations/journeys
- Training
- Monthly meetings with Pardot consultant
ENTERPRISE 60
Suitable for complex organizations requiring strategy and systemization for deeper platform optimization.Pardot Managed Services
- 60 hours/month
- Data management
- Campaign optimization
- Customer journey management
- Access to our proprietary methodologies
- Working sessions with a senior Pardot consultant
ENTERPRISE 80
Enterprise plan clients work directly with a senior level consultant on their marketing needs.Pardot Managed Services
- 80 hours/month
- Workflow diagrams
- Lead management
- More face time
- Access to our proprietary methodologies
- Working sessions with a senior Pardot consultant
ENTERPRISE 100
Enterprise plan clients can expect more real-time interactions, expert guidance, and hands-on execution.Pardot Managed Services
- 100 hours/month
- Data and lead management
- Complex Engagement Studio journeys
- Prospect Lifecycle and Persona management
- Access to our proprietary methodologies
- Working sessions with a senior Pardot consultant
Every Managed Service plan has essentially the same features except for the allocated hours!
Work items shown are typical representatives only. Due to more time allocated, Enterprise plans have more focus time from a Senior Consultant and allow time to dive into deeper optimization.
Our Pardot Managed Services pricing is based on the number of hours per month selected and the duration of your up-front commitment.
Plans with fewer hours per month are typically suitable for small to mid-level organizations needing to set up and optimize Pardot to make their marketing efforts more effective. Plans with more hours per month are typically suitable for enterprise organizations needing end-to-end customer journey management and revenue attribution with Pardot and Salesforce.
Commit to more months up-front for Duration Discount
Bulk discount rates are available for each plan when you purchase a qualifying number of months up-front. Minimum order commitment is an initial 3 months. Plans go month-to-month after initial commitment until canceled.
Duration Discount based on initial number of months committed:
- Commit to 6 months and get 5% off
- Commit to 9 months and get 10% off
- Commit to 12 months or above and get 15% off
How Managed Services Works
Managed Services from Optimal Business Consulting are designed for organizations interested in maintaining an ongoing competitive advantage through month-to-month access to award-winning expertise, strategy and best practice guidance, plus hands-on administration and optimization, support and training.
We get together via web conference at the start of each month to work out priorities and milestones. Throughout the month, our experts execute on agreed upon tasks. We also review task status and agree priorities for the upcoming month as a ‘monthly sprint’. This provides a sort of Agile project management method of addressing current priorities.
There are no annual contracts required. Start with an initial three-month Pardot Managed Services commitment then continue Managed Services month-to-month for as long as you continue to realize value. Cancel at any time after the initial three-month period.
What's Included in our Managed Services
Strategic & Tactical
All of our Managed Services plans include both Strategic & Tactical elements (actual work items determined each month):
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For more details on what our Managed Service plans contain please select the individual plan on this page to learn more!
Providing OUTCOMES and VALUE
Not the right time for Managed Services?
If Managed Services isn’t the right fit for you right now, we also offer numerous one-time à la carte options.
Add Platforms
If you wish to add Salesforce Managed Services to your plan, we’ll ascertain how much effort should go towards Pardot and how much effort towards Salesforce. You determine the allocation; we agree together on the tasks.
Just get in touch and request additional platform support to start the discussion.
What is Managed Services?
Why do I need Managed Services?
Systems that are hurriedly set up can often result in more administrative time later on, when common mistakes, such as poorly constructed automation rules or scoring categories, are located and rectified. Managed Services take the pressure off your employees and keep them focused on their daily work. They also make your marketing expenses more predictable, because you select the number of hours needed each month.
More Products and Services
Other One-Off Services You Can Order Now
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PARDOT PLATFORM AUDIT
Our Pardot Platform Audit includes auditing many areas of the Pardot menu system and feature set, then we document and review our findings with you so you can get a clear understanding of any gaps in your current Pardot setup as well as implications of certain settings plus our recommendations for configuration settings.
PARDOT TRAINING
We teach and train hands-on within your instance of Pardot. We will train on whatever topics and areas you want us to cover. We will train at the level of our audience, including up to advanced Administrators if that is what you need. As part of our training we cover Best Practices in many areas related to configuration, lead process, campaigns, and more.